Safeguard Investment Advisory Group, LLC

13F filer · CIK 0001846711

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$433MU.S. long equity reported on 13F

Positions11724 new · 4 closed

Net flow last quarter+$10.6MBuys minus sells

Top 10 positions weight29.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 2026117 positions
QQQInvesco QQQ Trust, Series 1	$49.9M	11.53%	Not reported	-4.5%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$37.1M	8.55%	Not reported	-1.2%	Q4 2020
AAPLApple Inc.	$11.2M	2.58%	0.00%	-2.3%	Q4 2020
AVGOBroadcom Inc.	$6.28M	1.45%	0.00%	+1.1%	Q4 2020
NVDANvidia Corp	$6.18M	1.43%	0.00%	+4.0%	Q4 2020
MUMicron Technology Inc	$4.51M	1.04%	0.00%	-1.0%	Q4 2020
AMZNAmazon Com Inc	$4.28M	0.99%	0.00%	+2.5%	Q4 2020
MSFTMicrosoft Corp	$3.68M	0.85%	0.00%	+15.8%	Q4 2020
GOOGLAlphabet Inc.	$3.36M	0.77%	0.00%	+5.0%	Q4 2020
STXSeagate Technology Holdings plc	$3.24M	0.75%	0.00%	+3.8%	Q4 2020
LLYELI LILLY & Co	$3.16M	0.73%	0.00%	+1.1%	Q4 2020
AMDAdvanced Micro Devices Inc	$2.75M	0.64%	0.00%	+1.9%	Q4 2020
HEIHeico Corp	$2.33M	0.54%	0.01%	New	Q2 2026
TSLATesla, Inc.	$2.21M	0.51%	0.00%	+4.6%	Q4 2020
BACBank of America Corp	$2.16M	0.50%	0.00%	-3.3%	Q4 2020
JEFJefferies Financial Group Inc.	$1.97M	0.46%	0.02%	Not reported	Q4 2020
UNHUnitedhealth Group Inc	$1.95M	0.45%	0.00%	+23.4%	Q4 2020
SNDKSandisk Corp	$1.88M	0.43%	0.00%	Not reported	Q1 2026
METAMeta Platforms, Inc.	$1.76M	0.41%	Not reported	+18.0%	Q4 2020
WDCWestern Digital Corp	$1.65M	0.38%	0.00%	Not reported	Q4 2020
GOOGAlphabet Inc.	$1.6M	0.37%	Not reported	+2.1%	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.47M	0.34%	Not reported	+9.9%	Q4 2020
COSTCostco Wholesale Corp	$1.42M	0.33%	0.00%	-12.3%	Q4 2020
TAt&T Inc.	$1.37M	0.32%	0.00%	-2.5%	Q4 2020
HEI.AHeico Corp	$1.29M	0.30%	Not reported	Not reported	Q4 2022
JPMJPMorgan Chase & Co	$1.2M	0.28%	0.00%	+1.0%	Q4 2020
PLTRPalantir Technologies Inc.	$1.02M	0.24%	0.00%	+11.4%	Q4 2024
CVXChevron Corp	$1.01M	0.23%	0.00%	+26.9%	Q4 2020
BABoeing Co	$1M	0.23%	0.00%	+6.4%	Q4 2020
VVisa Inc.	$1M	0.23%	0.00%	+4.4%	Q4 2020
DFAXGulf Resources, Inc.	$971K	0.22%	Not reported	0.0%	Q3 2021
JNJJohnson & Johnson	$929K	0.21%	0.00%	+11.0%	Q4 2020
PGPROCTER & GAMBLE Co	$890K	0.21%	0.00%	+35.7%	Q4 2020
MOAltria Group, Inc.	$878K	0.20%	0.00%	+25.3%	Q4 2020
GLDSPDR Gold Trust	$839K	0.19%	0.00%	+12.9%	Q4 2020
VZVerizon Communications Inc	$806K	0.19%	0.00%	+31.9%	Q4 2020
SGOLabrdn Gold ETF Trust	$798K	0.18%	0.01%	Not reported	Q4 2020
WMTWalmart Inc.	$784K	0.18%	0.00%	+10.3%	Q4 2020
HDHome Depot, Inc.	$779K	0.18%	0.00%	+30.4%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$770K	0.18%	0.00%	+3.1%	Q4 2020
CSCOCisco Systems, Inc.	$736K	0.17%	0.00%	+3.8%	Q4 2020
AMATApplied Materials Inc	$723K	0.17%	0.00%	+0.5%	Q4 2020
CATCaterpillar Inc	$696K	0.16%	0.00%	+31.9%	Q4 2020
MAMastercard Inc	$641K	0.15%	0.00%	+7.6%	Q4 2020
SRESempra	$641K	0.15%	0.00%	+0.1%	Q4 2020
ROKRockwell Automation, Inc	$595K	0.14%	0.00%	+0.3%	Q4 2020
TXNTexas Instruments Inc	$577K	0.13%	0.00%	Not reported	Q4 2020
GEGeneral Electric Co	$573K	0.13%	0.00%	-0.2%	Q1 2024
QCOMQualcomm Inc	$558K	0.13%	0.00%	+61.1%	Q4 2020
DISWalt Disney Co	$555K	0.13%	0.00%	-2.4%	Q4 2020

Q1 2026Reported May 14, 202697 positions
QQQInvesco QQQ Trust, Series 1	$41M	11.33%	Not reported	-7.1%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$32.7M	9.02%	Not reported	-7.1%	Q4 2020
AAPLApple Inc.	$10.1M	2.78%	0.00%	-2.9%	Q4 2020
NVDANvidia Corp	$5.18M	1.43%	0.00%	-3.1%	Q4 2020
AVGOBroadcom Inc.	$5.09M	1.41%	0.00%	-0.5%	Q4 2020
AMZNAmazon Com Inc	$3.65M	1.01%	0.00%	-3.9%	Q4 2020
MSFTMicrosoft Corp	$3.15M	0.87%	0.00%	+4.4%	Q4 2020
GOOGLAlphabet Inc.	$2.57M	0.71%	0.00%	-0.1%	Q4 2020
LLYELI LILLY & Co	$2.39M	0.66%	0.00%	-3.0%	Q4 2020
TAt&T Inc.	$1.96M	0.54%	0.00%	-3.5%	Q4 2020
BACBank of America Corp	$1.91M	0.53%	0.00%	-0.2%	Q4 2020
TSLATesla, Inc.	$1.87M	0.52%	0.00%	-19.3%	Q4 2020
COSTCostco Wholesale Corp	$1.73M	0.48%	0.00%	-3.2%	Q4 2020
JEFJefferies Financial Group Inc.	$1.63M	0.45%	0.02%	Not reported	Q4 2020
METAMeta Platforms, Inc.	$1.51M	0.42%	Not reported	+3.1%	Q4 2020
XOMExxonMobil Holdings Corp	$1.41M	0.39%	0.00%	-7.2%	Q4 2020
MUMicron Technology Inc	$1.34M	0.37%	0.00%	+0.6%	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.28M	0.35%	Not reported	-10.8%	Q4 2020
GOOGAlphabet Inc.	$1.27M	0.35%	Not reported	-9.9%	Q4 2020
STXSeagate Technology Holdings plc	$1.27M	0.35%	0.00%	-13.6%	Q4 2020
PLTRPalantir Technologies Inc.	$1.15M	0.32%	0.00%	-1.0%	Q4 2024
JPMJPMorgan Chase & Co	$1.07M	0.29%	0.00%	-4.2%	Q4 2020
UNHUnitedhealth Group Inc	$1.03M	0.28%	0.00%	-0.7%	Q4 2020
CVXChevron Corp	$996K	0.28%	0.00%	-3.2%	Q4 2020
AMDAdvanced Micro Devices Inc	$946K	0.26%	0.00%	+2.1%	Q4 2020
SGOLabrdn Gold ETF Trust	$931K	0.26%	0.01%	-4.8%	Q4 2020
DFAXGulf Resources, Inc.	$895K	0.25%	Not reported	-9.9%	Q3 2021
GLDSPDR Gold Trust	$868K	0.24%	0.00%	+8.4%	Q4 2020
BABoeing Co	$866K	0.24%	0.00%	+1.6%	Q4 2020
VVisa Inc.	$844K	0.23%	0.00%	-6.5%	Q4 2020
JNJJohnson & Johnson	$806K	0.22%	0.00%	+7.9%	Q4 2020
WMTWalmart Inc.	$780K	0.22%	0.00%	-12.9%	Q4 2020
VZVerizon Communications Inc	$725K	0.20%	0.00%	-4.3%	Q4 2020
WDCWestern Digital Corp	$698K	0.19%	0.00%	0.0%	Q4 2020
SRESempra	$671K	0.19%	0.00%	+0.7%	Q4 2020
NFLXNetflix Inc	$658K	0.18%	0.00%	+20.4%	Q4 2020
PGPROCTER & GAMBLE Co	$646K	0.18%	0.00%	+17.7%	Q4 2020
MOAltria Group, Inc.	$643K	0.18%	0.00%	-2.5%	Q4 2020
MAMastercard Inc	$580K	0.16%	0.00%	+5.0%	Q4 2020
DISWalt Disney Co	$569K	0.16%	0.00%	-1.4%	Q4 2020
HDHome Depot, Inc.	$558K	0.15%	0.00%	-3.0%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$529K	0.15%	0.00%	+0.2%	Q4 2020
SNDKSandisk Corp	$525K	0.14%	0.00%	New	Q1 2026
LHXL3harris Technologies, Inc.	$524K	0.14%	0.00%	+0.4%	Q4 2020
XELXcel Energy Inc	$506K	0.14%	0.00%	+1.3%	Q4 2020
CSCOCisco Systems, Inc.	$469K	0.13%	0.00%	+5.9%	Q4 2020
GEGeneral Electric Co	$436K	0.12%	0.00%	+4.8%	Q1 2024
ROKRockwell Automation, Inc	$431K	0.12%	0.00%	+0.1%	Q4 2020
RTXRTX Corp	$428K	0.12%	0.00%	+0.3%	Q4 2020
SPGIS&P Global Inc.	$421K	0.12%	0.00%	-1.1%	Q1 2025

Q4 2025Reported Feb 13, 202692 positions
QQQInvesco QQQ Trust, Series 1	$47M	12.02%	Not reported	-5.8%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$36.8M	9.42%	Not reported	-6.9%	Q4 2020
AAPLApple Inc.	$11.1M	2.84%	0.00%	-4.2%	Q4 2020
NVDANvidia Corp	$5.72M	1.46%	0.00%	+2.1%	Q4 2020
AVGOBroadcom Inc.	$5.71M	1.46%	0.00%	+43.2%	Q4 2020
AMZNAmazon Com Inc	$4.21M	1.08%	0.00%	+5.6%	Q4 2020
MSFTMicrosoft Corp	$3.95M	1.01%	0.00%	-7.4%	Q4 2020
LLYELI LILLY & Co	$2.88M	0.74%	0.00%	+3.6%	Q4 2020
TSLATesla, Inc.	$2.8M	0.72%	0.00%	+3.1%	Q4 2020
GOOGLAlphabet Inc.	$2.8M	0.72%	0.00%	+7.5%	Q4 2020
JEFJefferies Financial Group Inc.	$2.44M	0.63%	0.02%	Not reported	Q4 2020
BACBank of America Corp	$2.16M	0.55%	0.00%	-1.7%	Q4 2020
TAt&T Inc.	$1.74M	0.45%	0.00%	-2.0%	Q4 2020
METAMeta Platforms, Inc.	$1.69M	0.43%	Not reported	+16.6%	Q4 2020
COSTCostco Wholesale Corp	$1.55M	0.40%	0.00%	+6.0%	Q4 2020
GOOGAlphabet Inc.	$1.54M	0.39%	Not reported	+5.2%	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.51M	0.39%	Not reported	+6.5%	Q4 2020
PLTRPalantir Technologies Inc.	$1.41M	0.36%	0.00%	-0.2%	Q4 2024
UNHUnitedhealth Group Inc	$1.26M	0.32%	0.00%	+1.2%	Q4 2020
JPMJPMorgan Chase & Co	$1.22M	0.31%	0.00%	-4.7%	Q4 2020
MUMicron Technology Inc	$1.12M	0.29%	0.00%	+1.8%	Q4 2020
XOMExxonMobil Holdings Corp	$1.08M	0.28%	0.00%	-3.9%	Q4 2020
VVisa Inc.	$1.05M	0.27%	0.00%	-1.3%	Q4 2020
STXSeagate Technology Holdings plc	$1.03M	0.26%	0.00%	0.0%	Q4 2020
AMDAdvanced Micro Devices Inc	$976K	0.25%	0.00%	-12.3%	Q4 2020
DFAXGulf Resources, Inc.	$957K	0.24%	Not reported	-3.3%	Q3 2021
BABoeing Co	$930K	0.24%	0.00%	+1.7%	Q4 2020
SGOLabrdn Gold ETF Trust	$900K	0.23%	0.01%	-1.5%	Q4 2020
WMTWalmart Inc.	$803K	0.21%	0.00%	-11.7%	Q4 2020
CVXChevron Corp	$758K	0.19%	0.00%	+9.7%	Q4 2020
GLDSPDR Gold Trust	$737K	0.19%	0.00%	+6.2%	Q4 2020
DISWalt Disney Co	$681K	0.17%	0.00%	+0.9%	Q4 2020
JNJJohnson & Johnson	$632K	0.16%	0.00%	+20.4%	Q4 2020
MAMastercard Inc	$631K	0.16%	0.00%	+23.7%	Q4 2020
VZVerizon Communications Inc	$615K	0.16%	0.00%	+55.1%	Q4 2020
SRESempra	$606K	0.15%	0.00%	+0.3%	Q4 2020
HDHome Depot, Inc.	$601K	0.15%	0.00%	-22.6%	Q4 2020
MOAltria Group, Inc.	$576K	0.15%	0.00%	+8.1%	Q4 2020
PGPROCTER & GAMBLE Co	$545K	0.14%	0.00%	-12.9%	Q4 2020
NFLXNetflix Inc	$532K	0.14%	0.00%	+107.7%	Q4 2020
SPGIS&P Global Inc.	$523K	0.13%	0.00%	Not reported	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$475K	0.12%	0.00%	-9.6%	Q4 2020
ROKRockwell Automation, Inc	$466K	0.12%	0.00%	+0.9%	Q4 2020
XELXcel Energy Inc	$465K	0.12%	0.00%	+0.5%	Q4 2020
GEGeneral Electric Co	$452K	0.12%	0.00%	+3.8%	Q1 2024
WDCWestern Digital Corp	$445K	0.11%	0.00%	-45.9%	Q4 2020
LHXL3harris Technologies, Inc.	$444K	0.11%	0.00%	+0.5%	Q4 2020
WFCWells Fargo & Company	$441K	0.11%	0.00%	-38.1%	Q4 2020
CSCOCisco Systems, Inc.	$439K	0.11%	0.00%	-16.8%	Q4 2020
ABBVAbbVie Inc.	$439K	0.11%	0.00%	-0.8%	Q4 2020

Q3 2025Reported Nov 13, 202586 positions
QQQInvesco QQQ Trust, Series 1	$48.8M	12.10%	Not reported	-9.0%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$38.7M	9.59%	Not reported	-6.4%	Q4 2020
AAPLApple Inc.	$10.8M	2.69%	0.00%	+4.3%	Q4 2020
NVDANvidia Corp	$5.6M	1.39%	0.00%	-8.4%	Q4 2020
MSFTMicrosoft Corp	$4.57M	1.13%	0.00%	-12.5%	Q4 2020
AVGOBroadcom Inc.	$3.8M	0.94%	0.00%	-2.1%	Q4 2020
AMZNAmazon Com Inc	$3.79M	0.94%	0.00%	-10.6%	Q4 2020
TSLATesla, Inc.	$2.69M	0.67%	0.00%	-8.5%	Q4 2020
JEFJefferies Financial Group Inc.	$2.58M	0.64%	0.02%	Not reported	Q4 2020
BACBank of America Corp	$2.06M	0.51%	0.00%	-1.7%	Q4 2020
GOOGLAlphabet Inc.	$2.02M	0.50%	0.00%	-9.8%	Q4 2020
TAt&T Inc.	$2.02M	0.50%	0.00%	-0.9%	Q4 2020
LLYELI LILLY & Co	$1.97M	0.49%	0.00%	+5.4%	Q4 2020
METAMeta Platforms, Inc.	$1.61M	0.40%	Not reported	-17.7%	Q4 2020
COSTCostco Wholesale Corp	$1.56M	0.39%	0.00%	-2.3%	Q4 2020
PLTRPalantir Technologies Inc.	$1.45M	0.36%	0.00%	-0.8%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.42M	0.35%	Not reported	-0.9%	Q4 2020
UNHUnitedhealth Group Inc	$1.3M	0.32%	0.00%	+22.5%	Q4 2020
JPMJPMorgan Chase & Co	$1.25M	0.31%	0.00%	-0.9%	Q4 2020
GOOGAlphabet Inc.	$1.14M	0.28%	Not reported	+1.0%	Q4 2020
XOMExxonMobil Holdings Corp	$1.05M	0.26%	0.00%	-2.8%	Q4 2020
VVisa Inc.	$1.03M	0.26%	0.00%	+0.2%	Q4 2020
DFAXGulf Resources, Inc.	$949K	0.24%	Not reported	+0.3%	Q3 2021
HDHome Depot, Inc.	$915K	0.23%	0.00%	-7.5%	Q4 2020
BABoeing Co	$908K	0.23%	0.00%	-2.4%	Q4 2020
STXSeagate Technology Holdings plc	$884K	0.22%	0.00%	-3.7%	Q4 2020
WMTWalmart Inc.	$841K	0.21%	0.00%	-14.2%	Q4 2020
AMDAdvanced Micro Devices Inc	$840K	0.21%	0.00%	+4.0%	Q4 2020
SGOLabrdn Gold ETF Trust	$819K	0.20%	0.01%	-4.1%	Q4 2020
CVXChevron Corp	$704K	0.17%	0.00%	-22.9%	Q4 2020
DISWalt Disney Co	$680K	0.17%	0.00%	+3.2%	Q4 2020
PGPROCTER & GAMBLE Co	$670K	0.17%	0.00%	-2.2%	Q4 2020
MUMicron Technology Inc	$645K	0.16%	0.00%	-6.0%	Q4 2020
WFCWells Fargo & Company	$641K	0.16%	0.00%	+1.0%	Q4 2020
GLDSPDR Gold Trust	$622K	0.15%	0.00%	-2.3%	Q4 2020
SRESempra	$616K	0.15%	0.00%	+6.2%	Q4 2020
MOAltria Group, Inc.	$610K	0.15%	0.00%	+18.1%	Q4 2020
WDCWestern Digital Corp	$573K	0.14%	0.00%	-2.3%	Q4 2020
GBTCGrayscale Bitcoin Trust ETF	$565K	0.14%	0.00%	-11.2%	Q1 2024
ORCLOracle Corp	$516K	0.13%	0.00%	-6.9%	Q4 2020
MAMastercard Inc	$508K	0.13%	0.00%	+14.5%	Q4 2020
XELXcel Energy Inc	$505K	0.13%	0.00%	Not reported	Q4 2020
IBMInternational Business Machines Corp	$486K	0.12%	0.00%	+11.4%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$482K	0.12%	0.00%	+5.1%	Q4 2020
MCDMcdonalds Corp	$478K	0.12%	0.00%	-1.6%	Q4 2020
JNJJohnson & Johnson	$471K	0.12%	0.00%	-4.3%	Q4 2020
CSCOCisco Systems, Inc.	$469K	0.12%	0.00%	-10.6%	Q4 2020
LHXL3harris Technologies, Inc.	$459K	0.11%	0.00%	Not reported	Q4 2020
ABBVAbbVie Inc.	$448K	0.11%	0.00%	-4.2%	Q4 2020
VZVerizon Communications Inc	$428K	0.11%	0.00%	+16.0%	Q4 2020

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